PPS Advisors Presents; A Special Workshop on The Power of a Plan: Women & Wealth Know Your Finances Set Clear Financial Goals Capitalize on tax-advantaged retirement planning vehicles Establish an investment plan Speaker: Colette Frey-Bitzas Certified Financial Planner,™MBA When: Thursday, May 15th Presentation: 6:00 to 8:00 pm Where: Setauket Neighborhood House 95 […]
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Having your retirement portfolio in one place can make it easier to track performance, ensure proper asset allocation, and make changes. How many retirement accounts do you have? If you’ve changed jobs a few times over the years, you could have several accounts housed in different employers’ plans. While it is certainly acceptable to leave […]
Year-end tax strategies for 2012 are complicated due to the ongoing uncertainty around the “fiscal cliff.” However, one fact is definite: An effective tax plan is specific to a taxpayer’s individual situation. Without the extension of the Bush tax cuts, one can be sure that tax rates will increase in 2013. Being armed with knowledge is the best defense in the present environment of uncertainty, and year-end tax planning need not be one’s worst nightmare.
Consider shifting fixed-income investments to tax-exempt municipal bonds, since income from munis is not considered net investment income for surtax purposes. As part of the Patient Protection and Affordable Care Act, a 3.8% surtax on investment income is scheduled to go […]
An employer-sponsored retirement plan and an IRA can help to build retirement savings. When planning for retirement, certain external factors, such as stock market returns or the rate of inflation, are beyond the control of investors. But there are issues that preretirees can control that may be helpful in building retirement assets. According to academics […]
It is important to monitor developments in Washington to make sure you understand how tax legislation could affect your situation. When reviewing the impact of taxes on your investments, it is important to understand that many items currently in the federal tax code are scheduled to expire after December 31, 2012. Although future actions […]
IRA assets can generally be divided among multiple beneficiaries in an estate plan. photo credit: n.karim As compared with employer-sponsored retirement accounts, a rollover IRA can provide you with the broadest range of investment choices and the greatest flexibility for distribution planning. Also, a rollover IRA can typically be operated with fewer restrictions. This brief […]
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The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
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